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Wednesday, October 17, 2018

Rakesh Jain, Loan Planner

In 2002, after earning my MBA with emphasis in Finance at the University of San Diego, I joined Insider Mortgage Corp as a loan advisor.  It is truly amazing how quickly the last four years have come and gone.  What I’ve enjoyed most is the process of advising people like you as I’ve gotten the opportunity to help improve people’s financial picture -- through both conventional and creative mortgage strategies.

Beyond getting you the best deal, I want to make sure you understand your loan options so you have the knowledge to make decisions that makes the most financial sense.  For example, many times taking the lowest interest rate is not the best deal.  I will break down the numbers and explain to you the ins and outs of each option.

To email me directly, click here.

Here’s a quick list of topics that I often cover:

  • Rate Reduction
  • Debt Consolidation
  • Equity Financing for Investments
  • First Time Home Buyers
  • Self-Employment during transitions
  • People nearing or at retirement
  • Construction Financing

By far the greatest satisfaction for me happens when I get a thank-you notes of like these:

Hi Rakesh,

I am so happy with my new home!  The neighborhood is beautiful and so very quiet.  Your hard work and efforts on both escrows is much appreciated.  It was a pleasure working with you again on my third home purchase!  You guys are awesome!

Hope you're doing well Rakesh!  Let me know when you can save me some more money!  (hee hee.)    Regards, Connie Ybarrondo

Dear Rakesh

Thank you for your help and advice and consulting during the home-buying process.  As 1st time buyers, the process was at time stressful and unnerving, but your continued professionalism and cal demeanor made things go much smoother.   Sincerely, Ankush & Anu Grewal

"You made my purchase process so easy by charting out the

financial strategy well in advance.  I appreciated the continuous communication through the entire process.  Your help and honesty makes it easy for me to refer you to my friends and family."    John Kiss

Good morning Rakesh,

Sorry for all the extra work.  What we need to do makes a lot of sense.  Thank you very much for looking out for both Michele's and my interest.  That is an admiralable quality, which is one of the many things I like about you.  Thank you, Steve Krueger

Hey Rakesh

Colleen and I wanted to tell you two thank you again one last time for all of the help and work you two did for us. We greatly appreciate everything.

You were awesome and we will definitely use you again in the future and will send you referrals if we know anyone in need of your assistance.

Rakesh, I wanted to also say thank you for whatever you did on the closing costs. I know I might have been a bit hard to deal with at times and I apologize if you feel I ever directed any frustration towards you. I was never upset with anything you did, I just didn't understand what was going on with the closing costs and I wanted to be clear on everything on my end.  With everything that went on with Escrow, I just didn't feel like I was getting the answers I needed. I know that was not your fault though and I appreciate the way you handled them.

So, with all of that said, it was a pleasure doing business. You guys take care and I'm sure we will talk again in the future.  Thanks! Eric Dalton

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